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Daniel Frank Kew

from Mason City, IA
Age ~64
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Also known as:
Daniel F Kew, Dan F Kew, Danellie Kew, Dan F Ker
Phone and address:
1048 16Th St NE, Mason City, IA 50401
Connected to:
Alexander J Kew, 31Anita J Kew, 46Claire F Kew, 47David R Kew, 67Geraldine F Kew, 84Jerrod M Kew, 42Jonathan Kew, 37Laura A Kew, 58Malcolm M Kew, 70Olen M Kew, 77

Daniel Kew Phones & Addresses

  • 1048 16Th St NE, Mason City, IA 50401
  • Rock Falls, IA
  • Osage, IA
  • Kensett, IA
  • Phoenix, AZ

Work

Company: Citi Jan 2013 Address: Foster City Position: Financial advisor

Education

Degree: MBA School / High School: University of San Francisco 1987 to 1991 Specialities: Business

Skills

Investments • Financial Planning • Retirement Planning • Estate Planning • Risk • 401k Rollovers • IRAs • Life Insurance • Investment Advisory Services • Strategic Planning • Asset Allocation • Marketing Strategy • Marketing Management • Trust Services • Strategic Financial Planning

Languages

Chinese, Thai, Spanish

Awards

2011 Top Producer Club - Chase Investmen... • 2010 Top Producer Club - Chase Investmen... • Top Producer 2010 Nor Cal - Chase Invest... • Concord Elite 2004 - Well Fargo Investme... • President's Club 1996 - Citicorp Investm... • Series 63, 65, 7, Real Estate, and Insu...

Ranks

Course: MBA, Business Organization: University of San Francisco Description: International Marketing, International Business, International Business, Marketing

Interests

Basketball, Travel, Food, and Outdoor Li...

Industries

Investment Management

Resumes

Resumes

Daniel Kew Photo 1

Financial Advisor At Citi Personal Wealth Management

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Position:
Financial Advisor at Citi
Location:
San Francisco, California
Industry:
Investment Management
Work:
Citi - Foster City since Jan 2013
Financial Advisor
BancWest Investment Services - California Jun 2012 - Jan 2013
Wealth Financial Advisor
J.P. Morgan - San Francisco Apr 2009 - Apr 2012
Vice President - Private Client Advisor
Wells Fargo Advisors - San Francisco Oct 2003 - Sep 2008
Financial Advisor
Bank of America - San Francisco Apr 1997 - Mar 2003
Vice President - Investment Consultant
Education:
University of San Francisco 1987 - 1991
MBA, Business University of California, Berkeley 1982 - 1984
BA, Architecture
Skills:
Investments
Financial Planning
Retirement Planning
Estate Planning
Risk
401k Rollovers
IRAs
Life Insurance
Investment Advisory Services
Strategic Planning
Asset Allocation
Marketing Strategy
Marketing Management
Trust Services
Strategic Financial Planning
Interests:
Basketball, Travel, Food, and Outdoor Life.
Honor & Awards:
2011 Top Producer Club - Chase Investment Services 2010 Top Producer Club - Chase Investment Services Top Producer 2010 Nor Cal - Chase Investment Services Concord Elite 2004 - Well Fargo Investments President's Club 1996 - Citicorp Investment Services Series 63, 65, 7, Real Estate, and Insurance.
Languages:
Chinese, Thai, Spanish
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Daniel Frank Kew from Mason City, IA, age ~64 Get Report